Joshua Caleb Schaubach

At Northwestern Mutual, we take a comprehensive planning approach, combining both offensive and defensive strategies to protect and prepare our clients for the lives they want to live. My team and I know that each of the families and business professionals we serve has unique goals and dreams for the future. So, we take time to understand them as individuals before we begin crafting a plan tailored to them.  

Just like conversations about physical health, talking about your financial health can feel vulnerable. That’s why we strive to make the financial planning process as comfortable as possible. My team and I use humor, candor, and simple language to take the fear out of finances. I also leverage my experience and credentials as a life coach in my planning conversations to put clients at ease. We want our clients to know that we’ve been in their shoes before and can help them navigate financial decisions with greater confidence.

History shows that the best portfolios are those that don’t overreact to the market. Instead, they stay the course for the long-term. One of the most important benefits I provide to my clients is to help them remove the emotion from their investing decisions. Together, we work together as a team to build and protect wealth for future generations.

Our approach to financial planning is built on our values of kindness, accountability, and respect. Nothing is more important to us than our clients’ trust, so we work hard to earn and keep it. Ultimately, we want our clients to know that we care deeply about them and their families.

Looking for a coach and advocate to help you build the life you want to live? I would be honored to walk alongside you.